Consilium Wealth Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.61M Buy
58,606
+901
+2% +$70.9K 1.95% 15
2025
Q1
$4.52M Buy
57,705
+1,927
+3% +$151K 2.26% 14
2024
Q4
$4.31M Buy
+55,778
New +$4.31M 2.06% 15